In today's episode I chat with financial professional and business owner Amanda Neely about the importance of approaching financial strategy as a family unit.
I know money can be a bit touchy: how much we're saving, who's earning the most and how much. I'm sure you've experienced it. We all grow up with different ideas about how money is meant to be managed and who is supposed to do it. And then we come together as a family, and sometimes there are competing ideas. It doesn't matter how the money is coming into the family bank account. It matters how the family manages the money once it's there and that it's the family's money.
Amanda’s specialty is talking about how to bring femininity into our conversations about money and why it’s actually critical that we do. Her goal is to help people take charge of their cash flow, leverage their assets, and increase their profitability in ways that would make their grandma proud. When women are left out of the conversation, the financial strategy might end up being more risky or won't factor in what happens if they want to have a hobby or start a business. When their dreams aren't part of the financial plan, it never happens.
Listen to the episode for more tips about how to talk money management, including how to flip the script on people who might tell you it's just too complicated. Spoiler: It's not. And the more your have the discussions, the more empowered you will be.
Full show notes: https://sarahwalton.com/family-money-management-amanda-neely/
Instagram: https://www.instagram.com/thesarahwalton/
Connect with Amanda: https://grandmaswealthwisdom.com/